IWM, Investment Sales and Execution, VP, London
Credit Suisse is a leading global wealth manager with strong investment banking capabilities. Headquartered in Zurich, Switzerland, we have a global reach with operations in about 50 countries and employ more than 45,000 people from over 150 different nations. Embodying entrepreneurial spirit, Credit Suisse delivers holistic financial solutions to our clients, including innovative products and specially tailored advice. Striving for quality and excellence in our work, we recognize and reward extraordinary performance among our employees, provide wide-ranging training and development opportunities, and benefit from a diverse range of perspectives to create value for our clients, shareholders and communities. We are Credit Suisse.
We Offer We are a department which values Diversity and Inclusion (D&I) and is committed to realizing the firm's D&I ambition which is an integral part of our cultural values.
This is a role as an Investment Expert covering External Asset Managers (EAMs). EAM is a rapidly growing division within Credit Suisse International Wealth Management (IWM). EAMs on the platform partner with Credit Suisse to access the bank's wide range of capabilities, investment products, market access and custodial services. Each EAM is assigned an Investment Expert who is the primary touchpoint for all investment related topics. We are looking to hire an Investment Expert in London.
You will have a book of clients in an interesting and dynamic client-facing-role at Credit Suisse in Private Banking.
An outstanding opportunity to develop your knowledge of Credit Suisse banking capabilities and investment products.
The responsibility to increase sales and revenues through: building stronger client relationships; understanding client investment requirements; developing and promoting investment ideas in-line with research and house-views; assisting with multi-asset class order entry (Equities - cash/options, Bonds, Mutual Funds, Hedge Funds, FX spot/forward/swap/options, and Structured Products).
- The responsibility to receive/input client order across a broad range of asset classes.
- A chance to perform time sensitive, market related, client requests.
- Manage regular interaction/access to key internal business partners every day: Relationship Managers, Trading, Credit, Compliance.
- Support from our product and capabilities experts: Credit Suisse Funds, Mandate Solutions, Global Markets (Equity & Fixed Income), Private Equity.
- The accountability of participating in weekly internal sales meeting and presenting: desk transactional revenue drivers; deals-in-pipeline; and collaboration success stories.
- The ability to build a personal development plan.
Open to discussing flexible/agile working.
You Offer - An efficient work ethic with a high level of focus on service.
- A minimum of three years of proven experience in a financial markets role (investment advisory and/or execution).
- A high quality-of-work; should be extremely articulate in written & verbal communication. Proficiency in English is required.
- Present continuity and transparency in your work (willingness to maintain a client-activity-log and book-of-work).
- Experience taking trade orders and entering (as per instructed) into front trading systems.
- Results-oriented, hardworking individual with a positive can-do approach and demonstrate strong interpersonal skillset.
- Willingness to collaborate to achieve team goals and success.
- Dedicated, ability to learn, self-motivated and reliable as a teammate.
- Flexibility to take last minute changes in stride (essential in a trading environment).
- CISI exams required.
- Understand the value of diversity in the workplace and are dedicated to fostering an inclusive culture in all aspects of working life so that people from all backgrounds receive equal treatment, realize their full potential and can bring their full, authentic selves to work.
Credit Suisse is committed to providing equal employment opportunities, regardless of ethnicity, nationality, gender, sexual orientation, gender identity, religion, age, civil partnership, marital or family status, pregnancy, disability or any other status that is protected as a matter of local law.
Credit Suisse is committed to providing equal opportunities, regardless of ethnicity, nationality, gender, sexual orientation, gender identity, religion, age, civil partnership, marital or family status, pregnancy, disability or any other status that is protected as a matter of local law.
Credit Suisse is an equal opportunity employer. Welcoming diversity gives us a competitive advantage in the global marketplace and drives our success
